Sheets Smith Wealth Management Wisdomtree Tr U.S Largecap Div Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,584 shares of DLN stock, worth $285,214. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,584
Previous 3,573
0.31%
Holding current value
$285,214
Previous $277,000
2.53%
% of portfolio
0.04%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding DLN
# of Institutions
458Shares Held
41.8MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$310 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.46MShares$275 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.96MShares$236 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$167 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$114 Million0.03% of portfolio